Every time you open a customer record in IntelliBrand, you’ll now see a Pre-Call Brief — an automated summary of relationship health, ordering trends, and call prep, built from your Orders, Audits, Surveys, and Call Notes.
There’s nothing to set up. It just appears.
What you get
- Account Health — spot at-risk accounts before problems escalate
- Trend Analysis — see what’s selling, what’s stalled, and what’s dropped off
- Commercial Insights — price sensitivity signals and upsell opportunities
- Actionable Prep — the exact strategic questions to ask on that specific call
Free for 30 days
Pre-Call Briefs are free to try for 30 days, activating automatically — no setup required. After the trial, pricing is between €15 and €25/month per subscription, depending on user volume.
Customising the brief
Managers can adjust the tone and content of the Pre-Call Brief at any time from the Intelligence tab in the console.
- Read the full guide: Customising your Pre-Call Brief
- Watch the walkthrough: Instructional video
Your data, protected
Pre-Call Briefs are powered by Anthropic’s Claude AI under a commercial agreement. Your data is strictly private, never retained, and never used to train AI models.
Questions?
Reach out to us at info@wasptech.com — we’re happy to help.
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